Siebel Order Management Guide Addendum for Financial Services > Managing Contacts > Process of Managing Financial Contacts >

Adding Contacts

When users meet someone in the course of business, they add a contact record for that individual to track pertinent personal information.

To add contacts

1. Navigate to the Contacts screen, and then the Contacts List view.
2. In the Contacts form, click the Show More button, add a record, and complete the necessary fields.
3. To specify a privacy level, drill down on the contact name link, scroll down to the Privacy Option field, and select one of the following:
   • Opt-In. Sharing of nonpublic personal information is allowed without restrictions.
   • Opt-Out - Affiliates. Sharing of nonpublic personal information with affiliates is not allowed.
   • Opt-Out - Third Party. Sharing of nonpublic personal information with third parties is not allowed.
   • Opt-Out - All Parties. Sharing of nonpublic personal information with any affiliate or third party is not allowed.

     United States law requires that financial institutions disclose their privacy policies regarding the sharing of nonpublic personal information with third parties, and fair credit reporting, that impacts the sharing of nonpublic personal information with affiliates. Users can specify a privacy level by making a selection from the Privacy Option field.

     The Privacy Option field is for registering the privacy level requested by the contact; it does not affect record visibility in any way.